Skin in the Game
This week I watched Nassim Taleb's talk at BlockCon where he explored the concept of having 'skin in the game' and how asymmetric risk...
Mar 30, 2020
An Update on Texas Pacific Landtrust
Disclaimer: I am not your financial advisor, and this is not financial advice. Do your own research. Speaking of skin in the game, on...
Mar 30, 2020
Circle of Competence Issue #104
Skin in the game, update on TPL, staggering unemployment claims, oil storage markets, what to look for in 10-Ks, debt-laden industries, AI c
Mar 29, 2020
Circle of Competence Issue #103
Macro data dashboard, locking arms, notable fintwit, Tom Russo on intelligent investing, CBOE on central bank digital currency, Francis Coll
Mar 21, 2020
Circle of Competence Issue #102
COVID-19 model and thoughts, oil price war, looming credit overhang, fund letters, Mike Maples on investing in tech, Stripe and Shopify brea
Mar 15, 2020
Circle of Competence Issue #101
Howard Marks' latest memo, Absolute Return Partners on reversion to the mean, long term real estate cycle prediction, Peter Thiel on Zer
Mar 8, 2020
Circle of Competence #100
Updated Business Vault, Berkshire Hathaway Letter, investment fund letters, mental models. Peter Thiel on accomplishing more technologically
Mar 1, 2020